FAQs in this section
What is Clickatell?
What is the WhatsApp integration with Clickatell for Vtiger CRM?
Can I configure WhatsApp with Clickatell integration in Vtiger CRM?
What are the benefits of integrating WhatsApp and Clickatell with Vtiger CRM?
What are the prerequisites to integrate Clickatell with Vtiger CRM?
How do I Install Clickatell Extension In Vtiger CRM?
How do I configure WhatsApp with Clickatell for Vtiger CRM?
How do I disable WhatsApp integration with Clickatell?
What is Gupshup?
What is WhatsApp integration with Gupshup for Vtiger CRM?
Can I configure WhatsApp with Gupshup in Vtiger CRM?
What are the benefits of integrating WhatsApp and Gupshup with Vtiger CRM?
What are the prerequisites for integrating Gupshup with Vtiger CRM?
How do I install the Gupshup extension in Vtiger CRM?
How do I configure WhatsApp with Gupshup for Vtiger CRM?
How do I send WhatsApp messages using Clickatell from Vtiger CRM?
How do I use Gupshup WhatsApp templates in Vtiger CRM?
How do I disable WhatsApp integration with Gupshup?
How do I send WhatsApp messages using Gupshup from Vtiger CRM?
What is Wablas?
What is the WhatsApp - Wablas integration for Vtiger CRM?
What are the benefits of Vtiger and Wablas integration?
How do I install Wablas as a service provider in the CRM?
Where is Wablas available as a WhatsApp service provider in the CRM?
How do I integrate Wablas with Vtiger CRM?
How do I send a WhatsApp message from the CRM using Wablas?
How to send a message using Wablas from the Summary View?
How do I view WhatsApp-Wablas records in the CRM?
How do I view WhatsApp records for Wablas from the WhatsApp module?
How do I view WhatsApp records for Wablas from a module?
What are the WhatsApp opt-in settings available for Clickatell in Vtiger CRM?
How do I create Clickatell WhatsApp Templates for WhatsApp messaging?
Where can I see WhatsApp - Clickatell records in the CRM?
Can One Professional Edition users integrate WhatsApp with Gupshup?
How do I integrate my personal number into the app?
What are the limitations of WhatsApp Personal number integration?
What is WhatsApp personal number integration in Vtiger CRM?
What are the limitations of WhatsApp personal number integration?
What are the benefits of using WhatsApp personal number integration?
What is the WhatsApp notification tracker?
What is WhatsApp Business API?
What is Notification access?
Can I install the Vtiger Mobile CRM app on my phone?
How do I install Vtiger Mobile CRM on my mobile?
Where do I find the Vtiger CRM app on installation?
How do I set up a personal WhatsApp number in the Vtiger CRM app?
How do I send a WhatsApp message from the Vtiger Mobile CRM app?
How do I use WhatsApp templates to send WhatsApp messages?
Will the Vtiger track my personal WhatsApp messages?
Should the Vtiger CRM app be active or running in the background to track WhatsApp messages?
Can I send or view attachments?
Will I be charged for sending messages?
Should I buy WhatsApp API for sending messages from the app?
Is the WhatsApp Mobile CRM app available for Android and iOS mobile phones?
What is WATI?
Explain WATI Integration with Vtiger CRM.
What are the benefits of WATI Integration with Vtiger CRM?
How do I integrate WhatsApp with WATI in Vtiger CRM?
How do I install the WATI Add-on in Vtiger CRM?
How do I configure WATI in the WhatsApp module?
How do I add webhooks for Incoming Callback?
How do I add webhooks for Status Callback?
How do I create templates in the WATI platform?
How do I send messages from the CRM using WATI?
What is Ampala Info Services?
What is the WhatsApp Integration with Ampala?
Can I configure WhatsApp Integration with Ampala?
What are the benefits of using WhatsApp Integration with Ampala?
How do I install Ampala in Vtiger CRM?
How do I configure WhatsApp and Ampala in Vtiger CRM?
How do I send WhatsApp messages from List View?
How do I send a WhatsApp message from the Summary View?
How do I reply to WhatsApp messages from Summary View?
Where can I view all WhatsApp message records in the CRM?
Can I send messages using other WhatsApp templates?
How do I create WhatsApp Templates in Ampala?
How do I sync Ampala WhatsApp approved Templates in Vtiger?
What are the available webhook events in Wati WhatsApp integration?
How do I send a WhatsApp message using Wablas from the CRM List View?
Table of Contents
You can send a WhatsApp by clicking the WhatsApp icon available on individual records from the List View of the modules where WhatsApp is available.
For example, consider the Contacts module.
Follow these steps to send WhatsApp messages from the Contacts List View:
For example, consider the Contacts module.
Follow these steps to send WhatsApp messages from the Contacts List View:
- Login to your CRM account.
- Click the Main Menu.
- Click Essentials.
- Look for Lead & Contact Management.
- Click Contacts.
- Hover the mouse on a record.
- Click WhatsApp. The Send WhatsApp Message window opens.
- Enter or select the following information:
- Phone Number - Customer’s phone number.
- Select WhatsApp Template - Choose a WhatsApp template. Note: WhatsApp templates saved in the WhatsApp Template module are displayed here.
- Message - Type the WhatsApp message to be delivered to the customer.
- Attach Files - Attach files if needed.
- Click Send.
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